Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,542 | $78,707-67.5% | $117,861-78.3% | $70,126-63.6% |
| Participation rate | 67.3% | 73.2%-5.8pp | 79.7%-12.3pp | 69.5%-2.2pp |
| Annual return | 3.78% | 23.30%-19.5pp | 335.11%-331.3pp | 73.15%-69.4pp |
| Employer contribution / active EE | $511 | $2,223-77.0% | $3,786-86.5% | $2,343-78.2% |
| Participant deferral / active EE | $1,115 | $3,297-66.2% | $4,482-75.1% | $3,332-66.5% |
| Admin fee / account holder | $2,671 | $5,066-47.3% | $8,021-66.7% | $4,645-42.5% |